NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 25,546 $1.4M 0.22% -98 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,500 $1.4M 0.08% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 25,401 $1.39M 0.49% -325 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 25,390 $1.39M 0.26% -965 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 25,338 $1.39M 0.04% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 25,260 $1.38M 0.1% +1,129 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 25,204 $1.38M 0.13% +454 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 25,110 $1.37M 0.05% -4,890 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 25,086 $1.37M 0.1% -242 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,923 $1.36M 0.03% +4,273 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 24,863 $1.36M 0.59% -1,511 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,859 $1.36M 0.06% +258 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 24,770 $1.36M <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,638 $1.35M 0.07% +10,375 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 24,617 $1.35M 0.1% -663 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 24,613 $1.35M 1.03% -74 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 24,595 $1.35M 0.17% -7,786 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 24,543 $1.34M 0.09% +6,862 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 24,439 $1.34M 0.04% -241 13F-HR/A Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24,408 $1.34M 0.03% +65 13F-HR Timeline Group Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 24,306 $1.33M 1% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 24,135 $1.32M 0.07% +8 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 24,035 $1.31M 1.1% +12,208 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,978 $1.31M 0.3% -2,182 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 23,877 $1.31M 0.8% -256 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 23,800 $1.3M 0.14% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 23,481 $1.28M 0.43% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 23,441 $1.28M 0.04% +3,038 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 23,364 $1.28M 0.23% +2,559 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 23,322 $1.28M 0.06% -2,235 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 23,186 $1.27M 0.15% 0 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 23,088 $1.26M 1.13% +8,148 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 23,034 $1.26M 0.05% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 23,027 $1.26M 0.44% -614 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 23,021 $1.26M <0.01% +4,689 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 22,379 $1.26M 0.19% -692 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 22,990 $1.26M 0.56% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 22,875 $1.25M 0.03% +1,116 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 22,761 $1.25M 0.21% +4,502 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 22,709 $1.24M 0.35% -934 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,665 $1.24M 0.33% +2,638 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 22,639 $1.24M 0.1% -3,190 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 22,510 $1.23M 0.02% -1,114 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,418 $1.23M 0.02% 0 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 22,369 $1.22M 0.2% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 22,233 $1.22M 0.04% +67 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 22,195 $1.21M 0.05% +420 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,109 $1.21M 0.1% -320 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 20,553 $1.21M 0.29% -38,434 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,010 $1.2M 0.04% -1,832 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 21,912 $1.2M <0.01% -833 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 21,885 $1.2M 0.19% -1,241 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 21,741 $1.19M 0.03% +2,834 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 21,562 $1.18M 0.35% -5 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,549 $1.18M 0.02% -65 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 21,445 $1.17M 0.22% +1,900 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21,407 $1.17M 0.1% -641 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 20,056 $1.17M 0.38% +34 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,235 $1.16M 0.42% -296 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 21,197 $1.16M 0.72% 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 21,126 $1.16M 0.17% +355 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 21,095 $1.15M 0.42% -341 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,915 $1.14M 0.04% -890 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 20,910 $1.14M 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 20,824 $1.14M 0.06% -723 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20,811 $1.14M 0.06% +844 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 20,771 $1.14M 0.04% +4,773 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 20,697 $1.13M 0.11% +2 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 20,688 $1.13M 0.47% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 20,682 $1.13M 1% 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 20,110 $1.13M 0.7% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 20,563 $1.13M 0.14% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 20,460 $1.12M 0.09% -273 13F-HR Timeline M Holdings Securities, Inc. 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A. 20,285 $1.11M 0.1% -219 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,275 $1.11M 0.05% -195 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,270 $1.11M 0.24% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 20,229 $1.11M 0.28% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20,218 $1.11M <0.01% +54 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 20,147 $1.1M 0.61% -753 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,105 $1.1M 0.01% -3,677 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20,072 $1.1M 0.14% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 19,447 $1.08M 0.06% -2,183 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 19,765 $1.08M 0.43% -389 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,715 $1.08M 0.07% +1,327 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 19,687 $1.08M 0.12% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 19,589 $1.07M 0.1% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. 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More: the full row for Edgestream Partners, L.P. 18,503 $1.01M 0.03% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,435 $1.01M 0.23% +87 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,374 $1.01M 0.06% -131 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 18,336 $1M <0.01% +159 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 18,306 $1M 0.11% +947 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,300 $1M 0.24% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,259 $999K 0.03% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,056 $988K 0.01% -603 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,916 $980K 0.04% +3,678 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 17,814 $975K 0.82% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,586 $962K 0.04% -3,270 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,398 $952K 0.03% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 17,388 $951K 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,381 $951K 0.02% -338 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 17,356 $950K 0.34% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 17,289 $946K 0.55% -568 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 17,252 $944K 0.31% -152 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,130 $937K 0.06% +15 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 16,071 $936K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,065 $934K 0.01% -167 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 17,064 $934K 0.08% -790 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 17,009 $931K 0.06% +900 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 16,970 $928K 0.8% +4,240 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,954 $928K 0.01% +475 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 16,836 $921K 0.06% -1,060 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 16,807 $920K 0.01% 13F-HR/A Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 16,750 $916K <0.01% -374 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 16,719 $915K 0.33% +104 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,617 $909K 0.11% -362 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,615 $909K 0.02% -20 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 16,572 $907K 0.05% -25,178 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 16,545 $905K 0.1% -7,406 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 21,217 $900K 0.01% +437 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,427 $899K 0.11% +154 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 16,381 $896K 0.22% +3 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,379 $896K 0.27% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,278 $891K <0.01% -42 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 16,155 $884K 0.3% -142,936 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 21,508 $876K 0.43% +14,129 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 15,990 $875K 0.06% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 15,977 $874K 0.6% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15,969 $874K 0.17% -26 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,885 $869K 0.01% -118 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,815 $865K 0.09% -116 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 15,815 $865K 0.73% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 15,691 $858K 0.01% +5 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,674 $858K 0.05% +14 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 15,600 $853K 0.06% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,552 $851K 0.04% +2,515 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,545 $850K 0.25% +250 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,495 $848K 0.16% -842 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,489 $847K <0.01% +3,294 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 15,432 $844K 0.01% +200 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 15,418 $844K 0.23% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,410 $843K 0.15% -747 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 14,687 $835K 0.49% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 15,247 $834K 0.38% +978 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,199 $832K 0.13% +143 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,198 $831K 0.04% +8,350 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,087 $825K 0.05% -366 13F-HR Timeline Group Donor Advised Charitable Giving, Inc. 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